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Dear Readers-

From time to time I find myself musing about topics and issues that I wish I could share with all of you.

These musings range from issues like wanting to remind everyone to check and update their beneficiary information to announcing new statistics on estate and gift tax rates or the pros and cons of certain financial strategies.

Check back often to read these entries! Let me know if there is a specific topic about which you would like more information or which you'd like me to address.

A newsflash just came across my desk: Aretha Franklin, despite urgings from her attorney over a number of years, died without a will or a trust. The courts in Detroit will determine the disposition of her considerable assets and future...

Thank you for those of you who attended the Social Security Information Session held on February 23rd and 24th. For those of you who were unable to attend, here is a recap. I hope you find it informative.

It’s never a bad time to speak with your financial advisor about changes in your situation.

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

Copyright 2018 FMG Suite.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.